Restore "publish link to SharePoint" functionality in Management Reporter
Functionality to publish links to Management Reporter financial reports directly to SharePoint during report generation is not implemented in Dynamics AX "7".
User restriction by dimension
If users with limited access could have restrictions applied by dimension code so they can view only what is permitted for them to have access to.
Thank you for your feedback.
We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
- Are you referring solely to security in financial reporting by dimension?
Today reporting trees can be defined and used on reports to limit security based on any level of the reporting tree.
Sincerely,
Ryan Sandness,
Microsoft.
This functionality exists when you use the security on the reporting tree.
Currency translation of the Retained Earnings accounts for each year in Financial Reporting
There is a limitation with translation of the Retained Earnings account. Most users expect each year’s adjustment to RE to be translated at the rate that exists at the end of that given year. However the entire RE balance is translated at the rate that exists at the end of the most recen...
Thank you for your feedback.
We released this feature in preview with the 10.0.7 release. You can see some information in the release plans, otherwise formal documentation will be available on docs.microsoft.com in the next few weeks.
Please refer to the following link for more information:
Sincerely,
Ryan Sandness
Microsoft.
Unit Name from Reporting Tree does not show in reports
Only the unit description from the reporting populates in the report. It would be incredibly helpful to have the option to show the unit name in addition to the unit description. A great example would be a cost center code and cost center description. Example From Reporting Tree: Unit Name: 10...
Thank you for your feedback.
There was some existing functionality if you review the help documentation. We released an enhancement for this feature as part of the functionality around October 2018.
Please refer to the following link for more information:
Search LCS Issue search for KB 4523854 –
AutoText for @UnitName and @UnitDesc does not show the expected results that are documented in the help for the Column Header
Sincerely,
Ryan Sandness,
Microsoft
Administrator
The ability to publish to SharePoint was added in the July 2017 release of Dynamics 365 for Finance and Operations, Enterprise edition. Please review the What's new section of Roadmap.dynamics.com. https://roadmap.dynamics.com/#status=3a708a86-ae97-e611-80df-c4346baceb68#application=049f7cf6-2992-e611-80dc-c4346bac0910#area=f60fdbfd-2c92-e611-80dc-c4346bac0910